We specialize in working with people who:
- Are Central Florida retirees or pre-retirees who enjoy open, honest and genuine personal relationships.
- Can handle the truth regarding their current financial situation and asset structure.
- Are committed to implementing a written financial strategy in order to pursue important goals in life.
- Want the freedom and simplicity of having all of their financial assets under one roof with a financial advisor they trust.
- Are true “delegators,” seeking respect and professional advice.
- Take action based on disciplined financial planning objectives instead of reacting to changing world events and outside opinions.
- Are comfortable with our fee structure based on investment assets in excess of $200,000 under management with our selected team of institutional portfolio managers, investment firms and insurance companies.
When you are ready to schedule your free, no-obligation first meeting with us, please contact 352-404-5158. We look forward to meeting you in person, at your home or our office.